Relationship Manager (Scottsdale, AZ)

Mercer Advisors•Scottsdale, AZ

2d•$53,890 - $63,400•Hybrid

About The Position

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The role elevates service excellence across the Wealth Management team and partners closely with Wealth Advisors to ensure client service commitments are implemented precisely, consistently, and with care. It oversees execution of the firm’s service model and helps ensure client experiences align with firm standards and values. The Relationship Manager contributes to practice management, client retention, and business growth. The position offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The role is based in Scottsdale, Arizona, with a hybrid designation in the posting. It generally follows Monday–Friday business hours, with occasional early or late hours to meet business needs. Work may take place in a professional office or a dedicated, interruption-free home office workspace; basic technology is provided.

Requirements

Strong understanding of wealth management processes and service models.
Proven ability to manage complex client relationships and resolve issues effectively.
Leadership and mentoring experience within a team environment.
Excellent communication, organizational, and problem-solving skills.
Proficiency in CRM systems and workflow management tools.
Strategic thinking and the ability to influence and collaborate across teams.

Responsibilities

Ensure consistent delivery of client service commitments and uphold the firm’s client experience standards.
Manage service workflows and client touchpoints to ensure timely and accurate execution.
Act as a strategic liaison between clients and internal teams, resolving issues and identifying service improvements.
Lead post-meeting client follow-up to ensure action items are completed and documented.
Partner with Wealth Advisors on client segmentation, service tiering, and strategic planning.
Help implement and refine the advisory team’s service model, client communication strategies, and engagement protocols.
Track and report client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with financial planning, investment operations, compliance, and other internal departments to support alignment and efficiency.
Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
Support business development by helping advisors prepare for prospect meetings and onboarding new clients.
Monitor client needs and preferences and share insights that inform advisor strategy and firm initiatives.
Perform other duties as assigned.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Medical plan options, including high-deductible and traditional co-pay plans; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two dental plans.
Vision insurance.
Dependent Care Savings Account.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family medical leave.
Paid parental leave of eight weeks.
Maternity benefits using company-paid short-term disability, supplemental short-term disability if enrolled, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving and other needs.
401(k) plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.